Maximize tax alpha
across taxable accounts
Thursday, May 21, 2026
10–10:45 am PT / 1–1:45 pm ET
In this session, we’ll show how Altruist’s tax management suite can help maximize tax alpha, and how the tools that make that possible work even better together.
Join us for a hands-on walkthrough of how advisors can use Altruist to:
- Harvest losses with tools that evaluate accounts daily for tax loss harvesting opportunities
- Build personalized, tax efficient portfolios at scale with Personalized Indexing
- Efficiently invest deposits and raise cash for withdrawals with automated workflows
- Navigate taxable transitions and manage large embedded gains in taxable accounts
If you’re ready to make tax alpha a core part of your value proposition, this session is for you.
Register now.
Watch the replay
Join the Altruist onboarding team for an interactive session focused on helping you move your accounts and get started with confidence.
This quarterly webinar is tailored to advisors who are new to the Altruist platform. Start your morning with a fresh cup of coffee and join our onboarding team for an interactive session built to set you, your firm, and your clients up for success on Altruist.
Whether you’re just getting started or looking for guidance on specific features that unlock more value from our platform, this is your opportunity to connect directly with our onboarding experts.
Grab a coffee and join us for an informative conversation to help you navigate your advisor journey with confidence.
Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.
Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.
Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck
Speakers
Adam Grealish
VP, Product at Altruist
Brad Sparks
Director of Sales at Altruist
Tax Management tools (including, but not limited to tax loss harvesting) may lead to unfavorable tax impact depending on a number of factors including customer account holdings and asset location. Tools may be impacted by a number of factors including a portfolio’s rebalancer and/or fund substitute settings. Use of these tools may increase turnover and tracking error, and results may be reduced by fees, trading costs, and wash sale limitations. Advisors are responsible for ensuring settings are appropriate for each client and for monitoring accounts where tax management is enabled. See the Altruist Tax Management and Rebalancer Disclosures document on altruist.com/legal for more information.